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Invesco QQQ Trust

1,936 hedge funds and large institutions have $72.3B invested in Invesco QQQ Trust in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 723 increasing their positions, 791 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,936
Holders Change
+8
Holders Change %
+0.41%
% of All Funds
34.09%
Holding in Top 10
427
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-10.86%
% of All Funds
7.52%
New
174
Increased
723
Reduced
791
Closed
135
Calls
$58.4B
Puts
$143B
Net Calls
-$84.5B
Net Calls Change
-$18.2B
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
776
Madison Wealth Partners
Wisconsin
$3.4M -$16.9K -54 -0.5%
GWM
777
GSB Wealth Management
Connecticut
$3.4M +$3.4M +10,649 New
SEP
778
Southland Equity Partners
Missouri
$3.4M +$164K +514 +5%
Financial Engines Advisors
779
Financial Engines Advisors
California
$3.39M -$209K -653 -6%
CWP
780
Capital Wealth Planning
Florida
$3.39M -$54.6K -171 -2%
DFG
781
Demars Financial Group
Washington
$3.38M +$452K +1,417 +15%
CCM
782
Canal Capital Management
Virginia
$3.38M -$18.2K -57 -0.5%
CL
783
COWA LLC
Oklahoma
$3.37M +$2.71M +19,088 +410%
CRWM
784
Castle Rock Wealth Management
California
$3.36M +$512K +1,526 +18%
SWA
785
SOA Wealth Advisors
New York
$3.35M +$106K +331 +3%
PIMG
786
Patriot Investment Management Group
Tennessee
$3.34M +$3.04M +9,541 +1,026%
ET
787
Equitable Trust
Tennessee
$3.32M -$457K -1,431 -12%
BUB
788
BBVA USA Bancshares
Texas
$3.32M -$26.8K -84 -0.8%
SMC
789
Smith, Moore & Co
Missouri
$3.31M -$1.85M -5,812 -36%
G
790
Gainplan
Michigan
$3.31M -$60.3K -189 -2%
APWM
791
Atlas Private Wealth Management
New York
$3.29M -$58.4K -183 -2%
VWM
792
Vigilare Wealth Management
Arizona
$3.29M +$767K +2,402 +30%
BCM
793
Bienville Capital Management
New York
$3.28M -$45.1K -141 -1%
CVM
794
Cheviot Value Management
California
$3.23M -$390K -1,223 -11%
TPA
795
Trivium Point Advisory
Connecticut
$3.23M +$142K +445 +5%
FEM
796
Fulcrum Equity Management
Texas
$3.21M -$997K -3,125 -24%
TAMH
797
Taikang Asset Management (HK)
Hong Kong
$3.21M +$1.92M +6,015 +148%
CPIA
798
Cornell Pochily Investment Advisors
New York
$3.21M +$137K +428 +4%
SCM
799
Southport Capital Management
Tennessee
$3.21M +$1.56M +4,878 +94%
HAS
800
HBW Advisory Services
California
$3.2M +$74K +232 +2%